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<title>FileNET Panagon IDM Web Server Installation </title>
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<h2 align="center">Panagon IDM Web Installation and Configuration</h2>

<p></a><a HREF="#checklist">Pre-installation checklist</a><br>
<a HREF="#install">Install Panagon IDM software on the Web server</a><br>
<a HREF="#checkvirtual">Check the virtual directories</a><br>
<a HREF="#addlib">Add FileNET Libraries and configure LocalCache</a></p>

<p><a HREF="#notices">Notices</a></p>

<p><a HREF="webclntinst.htm">Panagon IDM Web Client Installation and Testing</a><br>
</p>

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<b>

<h3><a NAME="checklist">Pre-installation checklist</a></h3>
</b>

<p>Before you install the Panagon IDM software on your Web server, you need the following:</p>

<p><b>Software:</b><br>

<ul>
  <li>Microsoft NT Server version 4.0<br>
    with Microsoft Service Pack 3 update</li>
  <li>Microsoft Internet Information Server (IIS) 3.0 with<br>
    &nbsp;&nbsp;&nbsp; Active Server Page Extensions<br>
    &nbsp;&nbsp;&nbsp; FrontPage Extensions (optional)</li>
  <li>A frame- and Java-enabled browser: Microsoft Internet Explorer v4.0 or Netscape
    Navigator/Communicator v4.0 or later versions</li>
  <li>If you will be accessing Microsoft SQL Server-based Panagon IDM Document Services,<br>
    &nbsp;&nbsp;&nbsp; you also need SQL 6.5 client DLLs with Service Pack 3 update</li>
</ul>
<b>

<p>Hardware:</b><br>

<ul>
  <li>Disk requirements --<br>
    Panagon IDM Web Server installation only: 60MB<br>
    Panagon IDM Web Client Development installation only: 72MB<br>
    Both Web Server and Web Client Development installation: 86MB</li>
  <li>TCP/IP networking protocol; XNS protocol is not supported. See the README file for
    minimum hardware and software requirements.</li>
</ul>
<b>

<p>System Information:</b><br>

<ul>
  <li>The name of the FileNET Panagon IDM Image Services library or IDM Document Services library you want to
    access</li>
  <li>A valid user name and password for the FileNET systems</li>
  <li>Valid administrative NT user account information to configure FileNET Panagon IDM
    custom security settings </li>
</ul>

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<h3><b><a NAME="install">Install Panagon IDM software on the Web server</a></b></h3>

<p>The Panagon IDM Web Server CD contains the software you will need.<BR>
Follow these directions: 

<ol>
  <li>Logon to the Web server as the NT administrator.</li>
  <li>Insert the Panagon IDM Web Server CD-ROM into the CD drive, and run the SETUP program for Panagon Web Services.</li>
  <li>Click <b>Next</b> to start the installation process.</li>
  <li>On the license agreement page, click <b>Yes</b> to accept the agreement.</li>
  <li>Specify which modules to install (you can install either or both): <ul>
      <li><b>Web Server</b>. This option installs Panagon IDM Web Services and the out-of-the-box
        Web suite, which allows you to access IDM Image Services and IDM Document Services.</li>
      <li><b>Web Client development</b>. This option installs all components necessary for
        development of custom web applications based on Panagon IDM.</li>
    </ul>
  </li>
  <li>Specify the directory where you want the Panagon IDM Web Services files to be installed, then
    click <b>Next</b>. </li>
  <li><a name="installdir">Specify the actual and virtual directories for the Panagon IDM Web HTML
    pages and the document icon image files.</a><br>
    The actual directory is the physical file system directory where the out-of-the-box Web
    suite will be installed.<br>
    The virtual directory is how the out-of-the-box Web suite will be mapped and accessed by
    Web clients with respect to the virtual root directory of the Web services.&nbsp; Please
    see <a href="#checkvirtual">Check the virtual directory</a> for more detail.<br>
    The image files are document icon GIF files that are used to represent corresponding
    document types/formats in the Panagon IDM Web suite. The Web suite pre-installs a set of document
    icon GIF files into a physical file system directory and maps them to a virtual directory
    used by the Web suite. <br>
    Click <b>Next</b>.<br>
    <u><strong>Note</strong>:</u> You can add additional icons to represent other document
    types/formats that you would like to use by adding additional 32 x 32 GIF files into the
    file system directory.&nbsp; The GIF files must be named with the following naming
    convention, ICON&lt;extension&gt;.GIF, e.g. for a file with .xyz extension, the icon GIF
    file must be named ICONXYZ.GIF.</li>
  <li><a name="installsec">Enter an administrative NT user account, password and domain. These
    are used to configure FileNET Panagon objects' custom security settings.</a><br>
    <u><strong>Note</strong></u>: In order to run the IDM Web suite under Microsoft IIS and
    Active Server Pages, a set of out-of-process Panagon IDM components must be
    configured using the administrative NT user account entered in this step. If you make changes to this account, such as password change or account expiration, you must reconfigure the IDM components.<br>
    <br>
    If you do not reconfigure the IDM components after making changes to the NT user account, a Web client might get the following error message when trying to access the IDM Web suite:<br>
    <font face="Arial" size="1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Server object</font><small>
    </small><font face="Arial" size="1">error 'ASP 0177:80080005'</font><small> <br>
    </small><font face="Arial" size="1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
    Server.CreateObject Failed</font><small> <br>
    </small><font face="Arial" size="1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
    &lt;Drive&gt;:\INETPUB\WWWROOT\IDMWEB\GLOBAL.ASA, line 122</font><small> <br>
    </small><font face="Arial" size="1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The call to
    Server.CreateObject failed. The requested object instance cannot be created. </font><p>

	To reconfigure the IDM components, enter the following from a command window:<br>
    &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <strong>FnLCache /RegServerDCOM
    &lt;username&gt; &lt;password&gt;<br>
    &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; FnLogSvr /RegServerDCOM &lt;username&gt;
    &lt;password&gt;</strong></p>
  </li>
  <li><a name="installsystype">Select which system type to install: Panagon IDM Image
    Services, IDM Document Services, or both.</a><br>
    If you select both types, choose the system type of the default library: IDM
    Image Services or IDM Document Services.<br>
    Click <b>Next</b>.</li>
  <li>Depends on the system types you will be installing, follow <u>one</u> of the following
    steps:<p><b>For IDM Image Services only</b> <ul>
      <li>Specify the default IDM Image Services library<br>
        - Enter a Library name that will appear in your list of libraries<br>
        - Enter the Domain name<br>
        - Enter the Organization (usually FileNet)<br>
      </li>
      <li>Click <b>Next</b><br>
      </li>
    </ul>
    <p><i>or</i></p>
    <p><b>For IDM Document Services only</b> <ul>
      <li>Specify the default IDM Document Services library<br>
        - Enter a Library name that will appear in your list of libraries<br>
        - Enter the Name of your system<br>
        - Enter the Host Machine name<br>
        - Choose Microsoft SQL as the database type<br>
        - <a name="installconn">Click the Connection button and confirm the Protocol and Port
        settings</a><br>
        &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Protocol - Select the protocol that is used on
        the network where your IDM Document Services library system is located. The choices are
        TCP/IP (default) or SPX/IX.<br>
        &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Port - Enter the IDM Document Services server's
        port number (this entry is optional and applies only to TCP/IP).<br>
      </li>
      <li>Click <b>Next</b></li>
    </ul>
    <p><i>or</i></p>
    <p><b>For both IDM Image Services and IDM Document Services</b><ul>
      <li>IDM Image Services as the default library<br>
        <ul>
          <li>Specify a Library name<br>
            the Domain name<br>
            the Organization.<br>
          </li>
          <li>Click <b>Next</b></li>
        </ul>
        <p>You will specify the IDM Document Services library using the Configure program after
        the installation process is complete.</p>
      </li>
      <li>IDM Document Services as the default library<br>
        <ul>
          <li>Specify a Library name<br>
            the Name of your IDM Document Services system<br>
            the Host Machine name<br>
            the Database type<br>
          </li>
          <li>Click <b>Next</b></li>
          <li>Specify a Library name of an IDM Images Services library. This sets up the FileNET
            Neighborhood for IMS.<br>
          </li>
          <li>Click <b>Next</b></li>
        </ul>
      </li>
    </ul>
  </li>
  <li>Confirm your directory and default library settings, and click <b>Next</b> to start
    the process of copying the files to your hard disk.</li>
  <li>At the end of the installation, restart your computer before continuing.</li>
</ol>

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<h3><a NAME="checkvirtual"><b>Check the virtual directories</b></a></h3>

<ol>
  <li>Start the Microsoft Internet Server | Internet Service Manager program.</li>
  <li>Open WWW to edit the WWW Service Properties.</li>
  <li>Click the Directories tab.</li>
  <li>Verify that the default HTML document name is default.htm and that Enable Default
    Document is checked. If it is default.htm, you will access the Panagon IDM Web Home page
    using the following URL:<p>&nbsp;&nbsp;&nbsp;<b>http://<i>web_server_name</i>/idmweb</b><br>
    where <i>web_server_name</i> is the name of your Web server.</p>
    <p>If you prefer not to use a default HTML document name, access the IDM Web Home page
    using the following URL:</p>
    <p>&nbsp;&nbsp;&nbsp;<b>http://<i>web_server_name</i>/idmweb/home.asp</b></p>
    <p>Or, you can copy the idmweb/default.htm content to your default document to redirect to
    home.asp automatically.</p>
  </li>
</ol>

<p>See the documentation accompanying your Web server software for details about access,
and how to assign aliases and default home directories. </p>

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<h3><a NAME="addlib"><b>Add FileNET Libraries and configure Local Cache</b></a></h3>

<p>Use the IDM Configure program to specify additional FileNET IDM Image Services and
IDM Document Services libraries, and to specify the location and settings of the cache on your
hard disk. <br>

<ol>
  <li>From the Start menu, launch the Configure program in the FileNET Panagon IDM group. </li>
  <li>In the Configure program, choose the Preferred Libraries tab</li>
  <li>Specify the libraries for <strong>all users</strong>.<br>
    See the online Help in the Configure program for additional information on how to add
    additional Libraries.</li>
  <li>In the Cache tab, change the Cache size to 100MB.<br>
    <strong><u>Note:</u></strong> In the Web scenario, the Auto Paging settings in the
    Configure program are not supported in this version.
    Auto Paging can provide automatic, intelligent prefetching of documents and pages to the
    client in the IDM Desktop scenario.<br>
    Explicit multiple document prefetching is supported programmatically via
    AddPrefetchCandidates call in the Web scenario.</li>
  <li>When you have completed the library and cache configuration, continue with <a HREF="webclntinst.htm">Panagon IDM Web Client Installation and Testing.</a></li>
</ol>

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<h3><a NAME="notices"><b>Notices</b></a></h3>

<p>This document contains information proprietary to FileNET Corporation (FileNET). Due to continuing product development, product specifications and capabilities are subject to change without notice. You may not disclose or use any proprietary information or reproduce or transmit any part of this document in any form or by any means, electronic or mechanical, for any purpose, without written permission from FileNET. <P>
FileNET has made every effort to keep the information in this document current and accurate as of the date of publication or revision. However, FileNET does not guarantee or imply that this document is error free or accurate with regard to any particular specification. In no event will FileNET be liable for direct, indirect, special incidental, or consequential damages resulting from any defect in the documentation, even if advised of the possibility of such damages. No FileNET agent, dealer, or employee is authorized to make any modification, extension, or addition to the above statements.<P>
FileNET may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. The furnishing of this document does not provide any license to these patents, trademarks, copyrights, or other intellectual property.<P>
&#169; 1998 FileNET Corporation. All rights reserved.<P>
This product uses portions of Inso's executable code, Copyright &#169; 1991-1997 Inso Corporation, Chicago IL. This software is based in part on the work of the Independent JPEG Group.<P>
FileNET, @mezzanine, Mezzanine, OSAR, Revise, Saros, ValueNET, Visual WorkFlo, Watermark, WorkFlo, WorkForce Desktop, and WorkShop are registered trademarks of FileNET Corporation.<P>
FileNET Ensemble, FileNET IMS Connect, FileNET Sentinel, FileNET:WorkGroup, AutoForm, COLD, Document Warehouse, Foundation for Enterprise Document Management, Greenbar, Image View, Panagon Capture, Panagon IDM, Panagon Report Manager, Panagon Visual WorkFlo, Visual WorkFlo/Composer, Visual WorkFlo/Conductor, Visual WorkFlo/Performer, WorkFlo/Fax, WorkFlo/Print, and WorkFlo/Scan, are trademarks of FileNET Corporation.<P>
All other product and brand names mentioned herein are trademarks or registered trademarks of their respective owners.
</p>
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